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Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)apple epic sacconaghi long slog5 years ago
Published September 28, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)

"It is important enough to understand what real people think. Do these security issues concern people, or not?" — Judge Yvonne Gonzalez Rogers, urging a jury…

Read More Toni Sacconaghi: Epic's case against Apple will be a long, uphill slog (video)

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Neil Cybart: What's behind Toni Sacconaghi's bizarre theories of Appleapple cybart sacconaghi bizarre5 years ago
Published August 20, 2020 by Philip Elmer-DeWitt

Neil Cybart: What's behind Toni Sacconaghi's bizarre theories of Apple

"His goal isn't to understand Apple. Instead, it's to generate contrarian views about Apple."

Read More Neil Cybart: What's behind Toni Sacconaghi's bizarre theories of Apple

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Bernstein: Steve Jobs was R&D tightwad, Tim Cook less soapple bernstein innovation underspanding5 years ago
Published August 19, 2020 by Philip Elmer-DeWitt

Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so

According to analyst Toni Sacconaghi, Apple still underspends on innovation compared with Amazon, Google and Facebook. From a note to clients that landed on my desktop…

Read More Bernstein: Steve Jobs was R&D tightwad, Tim Cook less so

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Toni Sacconaghi: 'Shame on us for missing' Apple (video)apple sacconaghi cnbc grilled5 years ago
Published June 25, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: 'Shame on us for missing' Apple (video)

Watch CNBC put their "top" Apple analyst through the wringer. Again.

Read More Toni Sacconaghi: 'Shame on us for missing' Apple (video)

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Toni Sacconaghi on why Apple needs its own search engine (video)sacconaghi apple buy duckduckgo6 years ago
Published June 14, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi on why Apple needs its own search engine (video)

Bernstein's top Apple analyst made the case for the company acquiring DuckDuckGo on CNBC's The Exchange Friday: Google pays $8 billion a year and ultimately generates…

Read More Toni Sacconaghi on why Apple needs its own search engine (video)

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Bernstein: How to sell 10 times more Apple Watchesapple watch bernstein ten times6 years ago
Published June 3, 2020 by Philip Elmer-DeWitt

Bernstein: How to sell 10 times more Apple Watches

Lower prices, increase font sizes, put heath apps forward and market them to seniors. 

Read More Bernstein: How to sell 10 times more Apple Watches

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Apple: The Bernstein Curseapple underwater brandon nispel6 years ago
Published April 14, 2020 by Philip Elmer-DeWitt

Apple: The Bernstein Curse

You can't keep an Apple bear above water for long. 

Read More Apple: The Bernstein Curse

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Bernstein's Toni Sacconaghi trims his Apple target $15 to $285loop Baruah apple 1706 years ago
Published April 14, 2020 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi trims his Apple target $15 to $285

Plus, who's raised and who's lowered their price targets since COVID-19 took off in the U.S.

Read More Bernstein's Toni Sacconaghi trims his Apple target $15 to $285

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Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?Apple TV+ Toni sacconaghi6 years ago
Published February 4, 2020 by Philip Elmer-DeWitt

Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?

It wouldn't be the first time.

Read More Could Bernstein's Toni Sacconaghi be wrong about Apple TV+?

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Why Toni Sacconaghi won't upgrade Apple (video)apple sacconaghi upgrade video6 years ago
Published January 30, 2020 by Philip Elmer-DeWitt

Why Toni Sacconaghi won't upgrade Apple (video)

"The entry point is rich," says Bernstein's senior Apple analyst.

Read More Why Toni Sacconaghi won't upgrade Apple (video)

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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